Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Partner
Orange County
Client Advisory
Craig is a Partner in the Orange County office. He has more than thirty years of experience managing client relationships and providing comprehensive planning and investment advisory services to wealthy individuals and families.
Prior to joining Cerity Partners, Craig was a Managing Director and Senior Private Banker in Deutsche Bank Private Wealth Management’s Orange County, California, office. Before joining Deutsche Bank in 2003, he was a Senior Relationship Manager with JP Morgan/Chase Private Bank in Los Angeles and Newport Beach for 14 years and a Manager and Private Banker with Citigroup in Los Angeles. He held positions in private and corporate banking with The Bank of California and First National Bank of Chicago.
Partner & Market Leader
Partner & Practice Leader
Associate
Principal
Senior Associate
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.